How big is Stockton RUSH Bartol Foundation's plan?

Stockton RUSH Bartol Foundation's plan reported $518K in assets and 1 participants for 2023.

Original filing (PDF)20240327095452NAL0002571280001

Stockton RUSH Bartol Foundation

Name: Stockton RUSH Bartol Foundation — Bartol Foundation, Form 5500 (2023)
Creator: Stockton RUSH Bartol Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartol Foundation Retirement

401(k) retirement plan · Stockton RUSH Bartol Foundation's Bartol Foundation Retirement held $518K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

People on this filing

Elizabeth Feldman Brandt signed Stockton RUSH Bartol Foundation's 2023 Form 5500 as plan administrator.

Elizabeth Feldman Brandt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stockton RUSH Bartol Foundation's EIN is 23-2318470.

EIN 23-2318470

Plan number 001

Plan year 2023

ACK ID 20240327095452NAL0002571280001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stockton RUSH Bartol Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stockton RUSH Bartol Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOCKTON RUSH BARTOL FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score